Rosaline has over 20 years experience in financial services relating to insurance and investments. She coaches individuals to help them find solutions to help them navigate through their financial path. She teaches financial literacy through continuing education and volunteer programs for all ages. Her focus is to communicate topics relating to wealth accumulation and risk management in clear and simple language for all ages.
Barak has been with Investors Group as a client since 2000, and became a consultant in 2006. Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) . As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services: Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience. Feel free to call Barak for any of your Financial manners.
I am running a MGA distribution in Insurance industry. We have over 300 Financial Advisors and we are licensed in Ontario, Alberta and Manitoba. We are specializing in BeforeCare and AfterCare of the Estate Planning. Please visit our website www.CanadianEstatePlanning.com
I am a lawyer practicing in the area of estate planning and administration. I also have an MBA, and did an area of concentration in tax at law school, so, although I wouldn't provide an opinion on tax issues, I at least speak the same language as the accountants!
I have been a Financial Planner (CFP) since 2002. I also have a business degree BComm and my Financial Divorce Specialist designation. I believe an Advisors greatest value is the planning done in the gap between the accountant and the lawyers. I specialize in bringing the best of the two together to ensure my clients are well prepared for their future regardless of their age.
Mimi has been helping clients in the Life Insurance and Investment Industry for 35 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every one of their life stages, and assisting clients with their Estate Planning.
As a Certified Executor Advisor Mimi helps her clients and their Executors with the process, before and after death, with the goal of a smoother process when death occurs.
At a time when death occurs it is better to have an advisor by your side.
I have been named Executor for estates totalling over $15M. I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca to assist people named as Executor with the entire process of the estate administration. I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years. I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor. Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.
Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA) and also member of Advocis. I am operating under the corporate name of Solutions financières Sauvé Financial Solutions Inc, has over 19 years’ experience in the Financial Planning industry. Gino obtained his Certified Financial Planning designation in 2003 which allowed him to provide more in-depth planning to his clients. In recent years, Gino’s focus has been on assisting farmers and small business owners with their corporate and personal planning needs, ensuring that their goals are met in the most tax effective manner.
Gino is in Ottawa and Calabogie. I thrive to increase my knowledge and help my clients make sure there final wishes are respected after leaving this earth. I am equally comfortable in conversing in French or English.
I am a Wills, Estates and Trusts lawyer in Vancouver. I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.
I also work with Executors and Trustees to assist them in carrying out their duties and responsibilities in these roles. In particular, I assist with probate applications, identifying assets, ambiguous Wills, accounts, distributions, and other complex legal issues that can arise in the course of the administration process.
Kim is a seasoned advisor with 11 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years. Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients. She believes financial planning goes far beyond the numbers. She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective. In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.
Kim lives in Bolton with her husband and 3 daughters. She is a community advocate and is a proud member of the local chamber and is a past Chair.
Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), Registered Insurance Broker of Ontario (RIBO), is Life Licensed and an Investment Representative.